Travel Expense Report (UI Upgrade)

A Travel Expense Report will be required if the traveler goes on a University business trip. You must identify all travel expenses that were incurred throughout the trip.

These instructions will cover how to create and/or edit a Travel Expense Report.

Click on any of the links below to skip ahead to that section. 

If you need assistance with logging into Concur, please go to Logging into Concur.

Creating Expense Report through Active Request

Recommended method if you have an approved Travel Request in Concur.

Step 1: If you have an approved Travel Request in Concur, click on the Requests tab. 

Concur Portal. There is a green arrow pointing towards the Requests tab on the top left-hand side.

Step 1a: On the right-hand side of your Active Requests, you will see an Expense link under Action.

Click on Expense to create a report header for the desired Travel Request.

Active Requests window. There is an expense link option underneath it.

For assistance with filling out your Report Header, go to Report Header (UI Upgrade).

Creating Expense Report from Scratch

Recommended method if you have an approved paper Travel Request.

Step 1a: Log into Concur using the CSUF Portal. You will see your Concur dashboard. 

Click on Expense tab. 

Concur Portal. There is a green arrow pointing towards the Expense tab on the top right-hand corner.

Step 1b: Click on Create New Report.

This step will create the Expense Report first, and then allow you to choose which expense(s) to add.

Manage Expenses window. There is a green arrow pointing towards the Create New Report option on the lower left-hand corner.

For assistance with filling out your Report Header, go to Report Header (UI Upgrade).

Creating Expense Report with your Available Expenses

If you have used your P-Card to make purchases during your travel or if you paid for other traveler's expenses.

Step 1a: Log into Concur using the CSUF Portal. You will see your Concur dashboard.

Click on Expense tab. 

Concur Portal. There is a green arrow pointing towards the expense tab on the right-hand side.

Step 1b: In your Manage Expenses page, scroll down until you see Available Expenses

Manage Expenses window. On the upper left-hand corner, there is a heading entitled, "Available Expenses." There is a green arrow pointing towards the available expenses.

Step 1c: Select your travel expenses in the Available Expenses section. 

Available Expenses window. Both the Lodging and Rental Car expenses are selected.

Step 1d: Click on the Move to button then select New Report to create a new report or select an available report that is listed.

With both lodging and Rental car expenses selected, the Move To tab is clicked on. A drop down emerges, and the New Report button is clicked on.

For assistance with filling out your Report Header, go to Report Header (UI Upgrade).

Edit an Expense Report

Recommended if you already created an Expense Report and would like to make changes before submitting.

Step 1a: Log into Concur using the CSUF Portal. You will see your Concur dashboard.

Click on Expense tab. 

Concur Portal. There is a green arrow pointing towards the expense tab on the right-hand side.

Step 1b: If you have already created an Expense Report, select on the Expense Report you would like to edit.

Under Manage Expenses, the Jul 2018 San Diego, Ca report is selected, with a green arrow pointing towards it.

For assistance with submitting an Expense Report, proceed to Submitting an Expense Report.

Report Header

Please click on Report Header (UI Upgrade) for instructions on how to complete your Report Header.

Adding Expenses

Please click on any of the following links for instructions on how to add the following common expenses:

Travel Expense Report Checklist

If you would like to use a checklist, click on the Travel Expense Report Checklist.

Need more help?

Contact Concur Support at concur@fullerton.edu or at 657-278-3600.